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Focus Partners Wealth: AVSU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on AVSU, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 76,239 AVSU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,239 shares
    Change vs previous 13F -285,904 shares

    0.01% of the 13F portfolio, value $6,748,695.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 65,451 shares
    • Focus Partners Advisor Solutions, LLC: 10,788 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 362,143 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $26,771,421.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 351,223 shares
    • Focus Partners Advisor Solutions, LLC: 10,920 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 362,197 shares
    Change vs previous 13F -10,193 shares

    0.03% of the 13F portfolio, value $27,635,646.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 351,223 shares
    • Focus Partners Advisor Solutions, LLC: 10,974 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 372,390 shares
    Change vs previous 13F +28,544 shares

    0.04% of the 13F portfolio, value $27,415,420.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 358,248 shares
    • Focus Partners Advisor Solutions, LLC: 14,142 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 343,846 shares
    Change vs previous 13F +17,006 shares

    0.05% of the 13F portfolio, value $23,587,856.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 326,840 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,381,729.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).